

The Breakdown
Blockworks
A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
Episodes
Mentioned books

Aug 23, 2023 • 14min
The Next Phase of Stablecoin Competition Begins As Coinbase Invests In Circle
The podcast discusses the rearrangement of the relationship between Circle and Coinbase, the restructuring of Circle and the issuance of USDC on additional blockchains, the stablecoin market competition, the update on the US bond market and Chinese interest rates, and ongoing economic challenges.

Aug 21, 2023 • 13min
"The SEC Is Floundering"
On this episode, NLW discusses the SEC's motion to appeal in the Ripple case, Coinbase's international trading data, and SBF's request to not be in jail so much. It analyzes the flaws in the SEC's appeal strategy, highlights the significance of the Ripple case, and criticizes extreme government positions. It also covers upcoming KYC requirements and Sam's legal troubles.

Aug 20, 2023 • 12min
What Progressives Should Understand About Crypto
Exploring the relationship between bitcoin and progressivism, highlighting recent developments of FTX and SPF. How Democrats are now supporting stablecoins and breaking from their leadership. The advantages of decentralization in the crypto industry, including ownership of personal data and peer-to-peer transactions. Supporting systems that empower the many and the importance of understanding Bitcoin and crypto for positive advancements. How politicians' negative perception of big tech companies influences their understanding of cryptocurrency and the importance of better understanding for effective policy-making.

Aug 19, 2023 • 11min
Tornado Cash Sanctions Upheld In Court
Legal challenge to Tornado Cash sanctions fails. Ripple case and Farmington State Bank updates. Moonstone Bank liquidation and FTX-Genesis settlement. FTX vs. Genesis dispute and Coinbase approval for crypto futures.

Aug 18, 2023 • 15min
Why Bitcoin Just Flash Crashed
This podcast explores the factors contributing to the crypto flash crash, including lack of liquidity, growing leverage, and market boredom. It discusses the impact of news events like SpaceX's Bitcoin holdings and Evergrande Group's bankruptcy. The podcast also delves into the Federal Reserve's concerns about inflation and its impact on the market. Traders provide their perspectives on the flash crash of Bitcoin, and it concludes by noting the unchanged directionality of the industry.

Aug 18, 2023 • 18min
A Primer on China's Current Economic Turmoil
This podcast provides a primer on China's recent economic turmoil, covering topics such as wobbles, issues in the real estate sector, the CCP's lack of good options, Evergrande's default, overvalued housing market, challenges in the Chinese property market and financial sector, and the potential global economic impact.

Aug 16, 2023 • 12min
Coinbase Launches Crypto Policy Coalition as FDIC Warns of Crypto Dangers to Banks
The FDIC warns of crypto dangers to banks, Coinbase launches a crypto policy coalition, advocacy groups for crypto regulation, concerns about a special broker dealer license granted to a crypto firm, and lawmakers raise concerns about approval of Prometheum and ties to a Chinese firm.

Aug 15, 2023 • 17min
Why A Pro-Bitcoin, Anti-Central Bank Economist Just Won Argentina’s Presidential Primary
Javier Milei, an outspoken pro-Bitcoin, anti-Central Bank economist, won Argentina's presidential primary. The podcast explores his victory as a middle-class revolt. It discusses Argentina's economic struggles, proposed reforms, and growing crypto adoption. It also delves into Milei's views on Bitcoin, critiques of the legal tender system, reactions to his victory, and the potential positive change he could bring to the country.

Aug 15, 2023 • 15min
A Flurry of Amicus Briefs in Coinbase vs. SEC
Everyone from blockchain lobbyists to Senators to an esteemed group of academic legal experts have filed amicus briefs in the Coinbase vs. SEC case. NLW breaks it down, along with news that SBF's bail has been revoked. Enjoying this content?
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6 snips
Aug 13, 2023 • 17min
The Bitcoin Genie Isn't Going Back in the Bottle
A reading of a 2019 Nic Carter classic: "The Cat is Out of the Bag: Bitcoin is everyone’s problem now"Enjoying this content?
SUBSCRIBE to the Podcast: https://pod.link/1438693620
Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto
Subscribeto the newsletter: https://breakdown.beehiiv.com/
Join the discussion: https://discord.gg/VrKRrfKCz8
Follow on Twitter:
NLW: https://twitter.com/nlw
Breakdown: https://twitter.com/BreakdownNLW


